Alt Funds Network

The Evolution of Fund Administration with Dan Smith from Trident Trust. In this episode, Dan shares his journey from Gainesville to Atlanta and his career in fund management. He covers key changes in fund administration, including the rise of private equity, AI and blockchain advancements, and the global impact of regulatory shifts. Dan also discusses Trident’s innovative capital introduction platform and their strategies for the future of fund admin. In this episode, you’ll learn: ► How fund administration has evolved over the past two decades. ► The role of private equity and its impact on the industry. ► The integration of AI and blockchain in fund management. ► Regulatory challenges and globalization in fund administration. ► The future of digital assets, tokenization, and capital introductions. Click in the comments below to watch or listen to the full episode. 👇 👇 #FundAdministration #PrivateEquity #AIinFinance #Blockchain #DigitalAssets #TridentTrust #FinanceInnovation #CapitalIntroduction #FundManagement #RegulatoryChallenges Mike Schroeder, CFA Skyler Steinke Alt Funds Network

New Episode Alert: Fundraising and Hedge Fund Operations with Daniel Strachman, CDDA at A&C Advisors LLC. In this insightful conversation, Dan discusses the challenges of raising capital, the role of community and communication, and the misconceptions about having a 'secret sauce' in fund management. Dan also highlights the importance of business fundamentals, marketing, and a strong team, and provides an overview of BOI reporting under the Corporate Transparency Act. In this episode, you’ll learn: ► Business Insights: Market Trends and Crypto Opinions. ► Challenges in Raising Capital. ► Advice for Aspiring Fund Managers. ► The Reality of Starting a Fund. ► Financial Preparedness and Common Mistakes. ► BOI Reporting and Deadlines Click in the comments below to listen or watch now: 👇 #FundManagement #CapitalRaising #HedgeFunds #BOIReporting #InvestmentManagement #BusinessOperations #CustomerService #AltFunds Skyler Steinke Mike Schroeder, CFA

New Episode Alert: Advancing Technology in Commodities and Crypto Trading Emil Van Essen, with over 35 years in the investment industry, has developed alpha-generating strategies for investors. Recently, he has turned to crypto trading, focusing on recruiting and nurturing traders for his short-term trading manager portfolio. In this episode, you’ll learn: ► Insights on the rise and fall of commodities. ► The impact of inflation on investment strategies. ► How AI and machine learning are shaping the trading landscape. ► Emil's transition to crypto and his approach to evaluating managers. ► The importance of monitoring and accountability in trading. ► The challenges and benefits of using SMAs for crypto investments. ► Emil's advice for aspiring managers and his vision for the future of crypto. Listen or watch now and share your thoughts. Click on the link to the episode in the comments below. 👇 #Commodities #CryptoTrading #InvestmentStrategies #MelStarnes #AIinTrading #MachineLearning #InflationImpact #CryptoInvestments #SMAs #FutureofCrypto Alt Funds Network Mike Schroeder, CFA Skyler Steinke Katonah EvE LLC

Navigating Crypto Trends and Strategies with Globe 3 Capital In this episode, Jeff Embry and Matt Lason provide the latest updates on the crypto market, covering the effects of Bitcoin and Ethereum ETFs, regulatory shifts, and Globe3 Capital's strategies for small and micro-cap tokens. They also discuss decentralized projects, AI's impact on crypto, token evaluation standards, and their bullish outlook for 2024 and beyond. Essential listening for anyone navigating the crypto landscape! In this episode, you’ll learn: ► Regulatory Shifts and Political Influence. ► Crypto Market Cycles and Predictions. ► Sector Focus: AI, DeFi, and Real World Assets. ► Deep Tech and Infrastructure Investments. ► Navigating the Crypto Market: Strategies and Insights. ► Optimizing Investment Portfolios. ► Regulatory Challenges and Opportunities. Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl #CryptoHedgeFund #BitcoinETF #EthereumETF #DeFi #AIinCrypto #Tokenomics #Globe3Capital #InvestmentStrategies #CryptoRegulation #Web3 #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke

Introducing Gena Dirani, Managing Director at Salus GRC, dives into top compliance tips for digital asset fund managers. In this episode, you’ll learn: ► How to prepare for SEC examinations effectively. ► Best practices for custody solutions and vendor due diligence. ► Insights into personal trading policies and AML/KYC measures. ► Cybersecurity considerations specific to digital asset management. ► The importance of Form ADV disclosures and best execution. 🎧 Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl #Compliance #DigitalAssets #SECGuidelines #FundManagement #InvestmentAdvisors #FinancialCompliance #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke

New Episode featuring Ron S. Geffner of Sadis & Goldberg LLP Really fun conversation picking Ron's brain and learning from his experiences in the industry! In this episode, you’ll learn: ► Ron's early career, law school experience and founding Sadis & Goldberg. ► Challenges of running a law firm and building partnerships. ► Client relationships and the importance of legal nuances. ► Common mistakes in fund formation and the evolution of legal services. ► Insights on SEC work, regulatory challenges, and risks for fund managers. ► Horror stories and lessons from the legal world. 🎧 Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl 🎙️ Interested in being a guest? Apply here: https://bit.ly/46X7cSQ #LegalIndustry #RonGeffner #SadisAndGoldberg #SECLawyer #FundManagement #LegalPractice #InvestorCommunication #RegulatoryChallenges #PartnershipDynamics #FundFormation #PrivateFunds #LegalInsights #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke

New Episode Alert: Building Innovation in Trading - Interview with Brian King from LODAS Markets Introducing Brian King, CEO of LODAS Markets and former executive at two major exchange groups, BATS (now CBOE) and the New York Stock Exchange. Brian is leading the charge in creating the first fully automated stock exchange and fund services platform for alternative investments. In this exclusive interview, Brian shares his journey from his extensive experience in the trading world, including his pivotal roles at BATS Exchange and NYSE. He delves into LODAS Markets' mission to innovate secondary market trading for alternative investments, offering insights into their cutting-edge technology solutions, API integrations, and their goal of achieving seamless liquidity. This fascinating discussion covers everything from private investments, AI utilization, to real estate trading! In this episode, you’ll learn: ► The founding of BATS Exchange and its expansion. ► Innovations and challenges in alternative investments. ► The role of ATS and the growth of private markets. ► Delaware Statutory Trusts (DSTs) and their market implications. ► The importance of liquidity for individual investors. ► AI tools and the future of data visualization in trading. ► Future plans for LODAS Markets and white labeling opportunities. 🎧 Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl 🎙️ Interested in being a guest? Apply here: https://bit.ly/46X7cSQ hashtag#TradingInnovation hashtag#AlternativeInvestments hashtag#BrianKing hashtag#LODASMarkets hashtag#BATSExchange hashtag#NYSE hashtag#APIIntegrations hashtag#SecondaryMarkets hashtag#RealEstateInvesting hashtag#AIFinance hashtag#MarketLiquidity hashtag#FinancialTechnology hashtag#AltFundsNetwork Mike Schroeder, CFA Skyler Steinke

New Episode Alert: Dive into Michael Cavanaugh's Insights on the Future of Financial Markets In this episode, we sit down with Michael Cavanaugh of Regiment Securities. Mike shares his firsthand experience of the dramatic shift from open outcry to high-frequency trading. He provides valuable insights into the private credit markets, investment trends, and the impact of technology and regulation on financial services. Learn about Mike's unique approach to investment and equity raising in real estate, the concept of evergreen models in VC, and how adaptability, risk management, and discipline are crucial in today's fast-paced financial landscape. In this episode, you’ll learn: ► Trading on floor and the impact of technology. ► Founding Regiment Securities during COVID-19. ► Investment strategies and opportunities. ► Market trends and stock market insights. ► Private markets and liquidity. ► Evergreen funds and capital access. 🎧 Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl 🎙️ Interested in being a guest? Apply here: https://bit.ly/46X7cSQ #FinancialServices #InvestmentStrategies #PrivateCredit #RealEstateInvesting #EvergreenFunds #CapitalMarkets #TradingFloors #MarketTrends #InvestmentInsights #RegulatoryChanges #HighFrequencyTrading #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke

"We saw a massive opportunity to build workflow software covering end-to-end from private markets questions to transaction execution and ongoing management." Our co-founder Jacob M. sat down with Skyler Steinke and Mike Schroeder, CFA, hosts of the Alt Funds Network Podcast, to discuss the complexities and challenges of private investing, and how Opto’s technology is simplifying the process. Watch the full conversation: https://lnkd.in/gjNaZ5nk Interested in improving your private markets investment processes? Get in touch. #Innovation #PrivateMarkets #wealthmanagement

New Episode Alert: Explore OCIO Services and Institutional Investing with Joe Taiber Joseph Taiber is CEO at Taiko and Taiber Kosmala and Associates, LLC . Taiko is a boutique OCIO solution built for wealth managers, and Taiber Kosmala is an institutional investment consulting firm advising on nearly $15 billion in client assets. With over 25 years of experience in the investment consulting industry, Joe brings extensive expertise in alternative investments, asset allocation studies, manager evaluation, capital markets research, and more. In this episode, you’ll learn: ► His background in IT and the long-standing partnership with Phil Kosmala. ► The journey from institutional consulting to launching Taiber Kosmala. ► Insights into their innovative OCIO service tailored for RIAs. ► Their significant role in the landscape of traditional and alternative investments. ► The philosophy of 'guilty until proven innocent' for alternative investments. ► The importance of managing client expectations. ► Future trends in financial markets. Listen now and share your thoughts: Spotify: https://bit.ly/4afXcan Apple Podcasts: https://apple.co/4akXAUS Google Podcasts: https://bit.ly/4am9oXk YouTube: https://bit.ly/3GE1UBl Interested in being a guest? Apply here: https://bit.ly/46X7cSQ #InvestmentConsulting #OCIOServices #AlternativeInvestments #AssetAllocation #ManagerEvaluation #FinancialMarkets #RIA #InstitutionalInvesting #InvestmentInsights #MarketTrends #AltFundsNetwork Mike Schroeder, CFA Skyler Steinke https://lnkd.in/gM5ttXjz